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crescent-finance-ops-reporting

Prepare Crescent Finance Ops JSON reports from task-local environment_access/request_memo/answer_template files. Use this whenever the user asks for a branch close package, regional management view, current-year compensation summary, payroll review, or compensation forecast from the Crescent Finance Ops API, especially when the prompt says to return one JSON object matching a template.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_009/fewshot/cc/fewshot_attempt_01/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Crescent Finance Ops Reporting

Use this skill for structured finance reporting jobs over the Crescent Finance Ops API.

Read `environment_access.json`, `request_memo.json`, and `answer_template.json` first. The memo tells you what to report; the template tells you the exact shape; the environment file gives you the base URL and allowed endpoints.

Read [references/task-map.md](references/task-map.md) for the family-specific checklist. Open only the section that matches the memo and the template.

## Core workflow
1. Read the three payload files.
2. Read `/api/manifest` from the task environment to confirm the live endpoint set and entity names.
3. Identify the report family from the required top-level keys and memo language.
4. Gather the source records from the smallest endpoint set that can satisfy the template.
5. Compute the requested aggregates.